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8 – 9 a.m. – Networking breakfast

9 – 11:30 a.m. – Presentations and peer idea-sharing tables 


The Union League of Philadelphia  
140 S. Broad Street
Our last CEO conference, IMPACT 2022, took place May 12, 2022
at the Franklin Institute.

Planning to attend via Zoom?


Ginni Rometty, Former Executive Chair, IBM

Ginni Rometty served as executive chair of IBM. Previously, she served as chair, president and CEO, becoming the first woman to head the company. She retired from IBM in 2020 after nearly 40 years. During her eight-year run as CEO, Rometty established IBM as the model of responsible stewardship in the digital age. She was the industry’s leading voice on technology ethics and data stewardship, working relentlessly to safely usher new technologies into society. 


CSR success stories rapid-fire style from Satell Institute Members followed by attendee Q&A.

Joe Dougherty, Chair and CEO, Buchanan Ingersoll & Rooney 

 Joe Dougherty became CEO of Buchanan Ingersoll & Rooney in 2016 after serving as Managing Shareholder of the firm’s Philadelphia office and Chair of the firm’s Advisory Committee. He joined the firm in 2006 and has played a critical role in the firm’s growth.

Leslie Walker, Executive Director, Sixers Youth Foundation

Since joining the Sixers Youth Foundation in 2021, Leslie Walker has been developing and executing fully integrated programming designed to provide significant engagement within the Philadelphia and Camden communities through sports and entertainment. 

Matt Aaron, President and CEO, Special Olympics Pennsylvania

Over the last 13 years, Matt Aaron has turned around this statewide nonprofit and fostered a strategic vision to expand the organization to improve service delivery and impact. He has more than tripled annual revenues and positioned SOPA as an innovator and thought leader among peer organizations.

CSR Research Update

The latest on CSR research and the CSR experiment.

Peter Frumkin, Ph.D., Satell Institute Research Director

Peter Frumkin is the Mindy and Andrew Heyer Chair in Social Policy at the University of Pennsylvania and leads the Center for Social Impact Strategy. A noted CSR expert, his research and teaching are focused on the areas of philanthropy, nonprofit management and social entrepreneurship.

Thank you to our Fall 2022 Conference Committee

Conference Chair: David DeStefano, CEO, Vertex

Michael Balaban, CEO, Jewish Federation Greater Phila • J. Michael Barron, Principal, Vinland Ventures • Nick Bertram, President, The GIANT Company • Geoff Brandon, President, TD Bank • Marc Brownstein, CEO, Brownstein • Susan Campbell, CEO, Ronald McDonald House, Philadelphia Region • Bryan Carter, CEO, Gesu School • Charles Cohen, CEO, Benco Dental • Alan Cohn, Co-CEO, Sage Financial • Anthony J. Conti, Managing Partner, PwC (ret) • Beth Devine, CEO, Philadelphia Youth Sports Collaborative • Elijah Dornstreich, Principal, AB Bernstein • Kevin Duffy, President, Tozour Energy • David Finegold, President, Chatham University • Dan Fitzpatrick, President, Citizens Bank • Kim Fraites-Dow, CEO, Girl Scouts of Eastern PA • Joel Frank, Chair & Managing Partner, Lamb McErlane • Chris Franklin, CEO, Essential Utilities • Greg Hagin, Principal & Managing Director, CCS Fundraising • Lauren Iannucci, CEO, Leukemia & Lymphoma Society of Eastern PA • Mike Innocenzo, CEO, PECO • Loree D. Jones, CEO, Philabundance • Bobby Keyes, CEP, Elite Salons & Suites • Josh Klaris, CEO, North10 Philly • Rodger Levenson, Chair & CEO, WSFS Bank • Jack Lynch, President & CEO, Mainline Healthcare • Chris Maguire, Principal, LIO Insurance • Jay Minkoff, CEO, Minkoff Investments • Matt Rader, CEO, PA Horticultural Society • Pedro Ramos, CEO, Philadelphia Foundation • William Sasso, Chair Emeritus, Stradley Ronon • Casey Satell, Director of Institutional Giving, Franklin Institute • Wayne Schuh, Advisor, Benefits That Benefit Children • Tom Shoemaker, CEO, Cristo Rey High School • R. Scott Stephenson, CEO, Museum of the American Revolution • Daniel A. Templar, CEO, Boy Scouts of America Cradle of Liberty Council • Leslie Walker, Executive Director, 76ers Youth Foundation • John L. Walsh, CEO, UGI Corporation (ret.)

Wawa Foundation
The GIANT Company logo
SI YES Partner National Liberty Museum
Philadelphia Union logo
Woods Services
SI YES Partner Caron Foundation
Sharing Excess
Balford logo
Philadelphia Youth Sports Collaborative
Matworks logo
ELITE Salons & Suites logo
Morgan Stanley
Global Tax Management
Achieve Next logo
SI YES Partner Special Olympics PA

Jackson Family Charitable Fund

AIIR Consulting

Here is what past participants have said about the CEO idea exchange:

The breakout sessions at the conference capture the essence of the Satell Institute.  For me, they provide a unique opportunity for leaders to share ideas, learn from each other and explore the potential for collaboration as we strive to address the most critical issues facing our communities and our companies.

John L. Walsh, CEO, UGI Companies 

Where else can you network with nearly 200 CEOs and learn best practices about corporate philanthropy? Satell Institute is so unique and so powerful for our community.

Marc Brownstein, President & CEO, Brownstein

It was great for me to be around other leaders and to hear their philosophies about why they give and how they live.  I had never run an organization this size before, and it was great being around other CEOs who care and have the heart to do something positive.

Travis Rhodes, Regional President, Truist

If you want to make a difference and an impact in your community, these members are already doing it and it’s a great place to hear about how they’ve done it. Just being in the same room with those people is inspiring. It’s a place where people understand that to get anything done in the community, you need the money and insight from the private sector.

Tom Caramanico, President, McCormick Taylor

The Satell CEO Breakouts are a real highlight of our conference as they allow business leaders to share ideas and issues that they deal with daily.  Given the current obstacles impacting business and our region today, I’m looking forward to collaborating with other leaders so we can come together to speed up the recovery process, while helping to strengthen our non-profits that are so critical to our region.  

Robert J. Keyes, President & CEO, Image Studios

As we work to ensure that the promise of the American Revolution endures, our success depends on collaboration with corporate and foundation leaders who understand that healthy, strong and engaged communities are good for business and for people. The Satell Institute is such a powerful and effective force for bringing nonprofit and for-profit enterprise together. There could be no better example of how 1 + 1 can equal 3.

Dr. R. Scott Stephenson, CEO, The Museum of the American Revolution

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